Triumph Capital Management
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Triumph Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Triumph Capital Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.47M Buy
21,965
+7,557
+52% +$1.2M 0.6% 39
2026
Q2 		$2.26M Buy
14,408
+8,137
+130% +$1.24M 0.41% 54
2026
Q1 		$867K Buy
6,271
+5,177
+473% +$745K 0.18% 125
2025
Q4 		$154K Buy
+1,094
New +$153K 0.03% 352

Other funds holding VT

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Triumph Capital Management's VT Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 52% in Q3 2026, buying an estimated $1.2M and bringing the position to 21,965 shares worth $3.47M. The position accounts for 0.6% of the portfolio, ranked #39.

Triumph Capital Management first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Triumph Capital Management held 21,965 shares of Vanguard Total World Stock ETF worth $3.47M as of Q3 2026.
  • Triumph Capital Management bought 7,557 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.2M.
  • Vanguard Total World Stock ETF made up 0.6% of Triumph Capital Management's portfolio in Q3 2026, its #39 holding.
  • Triumph Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.